Charitable Giving
Learn about the most effective ways your clients can contribute to charities that align with their personal philanthropic goals while also reducing their taxes.
4 Last-Minute Tax Strategies for Clients in High-Tax States
By Bernice NapachSome key deductions are going away next year, but there's still time for your clients to act.
December 06, 2017
6 in 10 Americans Engaged in Philanthropy in Past Year: StudyReligious organizations and churches are U.S. donors favored cause, Charities Aid Foundation finds.
December 05, 2017
Diversification: A Strategy for Your Clients’ Investments—and Charitable GivingA diversified approach to giving can optimize tax benefits and enable strategic philanthropy that meets a variety of giving goals.
December 05, 2017
Alan Moore: What Do Younger Advisors and Clients Want? Each OtherThe XY Planning co-founder tells ThinkAdvisor how he defied the conventional wisdom that people under 50 don't pay for financial planning.
November 27, 2017
The Unexpected Risks of Popular Holiday GiftsAlerting clients to these risks can serve as a valuable and attention-getting touchpoint communication at this time of year.
November 22, 2017
Impact Investing Shows Tidy Profits, New Report SaysResearch bolsters impact investing sectors credibility and transparency.
November 22, 2017
Donor-Advised Funds Surge to Record in 2016, NPT ReportsDAFs continue to be the fastest-growing charitable giving vehicle in the U.S.
November 20, 2017
Top 20 Nonprofits That Ruled Fundraising in 2016Philanthropy 400 charities raised $109 billion last year, as some nonprofits gained big because of President Trumps criticisms.